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Help with a Close Date Workflow Rule
I am trying to create a work flow rule that pushes out the close date by 30 days (Close Cate+30) if the opportunity has not been set to Closed within 14 days of the Close Date.
Rule Criteria: IsClosed=FALSE
Evaluation Criteria: When a record is created, or when a record is edited and did not previously meet the rule criteria
Time-Dependent Workflow Actions
14 Days Before Opportunity: Close Date
Field to Update | Opportunity: Close Date |
Field Data Type | Date |
Formula Value | CloseDate + 30 |
My question:
I have checked monitoring-->Time Based Workflow Rules. And it appears to be working fine for new opportunities that have been created after rule activation. But, the org has many opportunities that were already created that I would like this rule to impact.
Is there any way to do this with out creating a new opps record or editing each existing record?
Thanks in advance!
Hi,
You have to simplay update all the opportunity. You can update by using data loader, import wizard or you can simply write the SOQL query to simply update this.
Try the below code as reference:
List<opportunity> op=[select id from opportunity limit 10000];
Update op;
Execute this code on SystemDebug/DeveloperConsole.
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
All Answers
Hi,
You have to simplay update all the opportunity. You can update by using data loader, import wizard or you can simply write the SOQL query to simply update this.
Try the below code as reference:
List<opportunity> op=[select id from opportunity limit 10000];
Update op;
Execute this code on SystemDebug/DeveloperConsole.
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
I tried it in my dev org first and wow, that was really easy and powerful! Thanks for the help Navatar!!